Second Foundation Partners, LLC
Second Foundation Partners, LLC (CRD# 301270) is a financial advisory firm headquartered in Westport, CT. They manage $100,987,591 in 1 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management101MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$100,987,591
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, TX
Financial Advisors at Second Foundation Partners, LLC
1
William Guinn (CRD# 4901671) is an Investment Advisor Representative working at Second Foundation Partners, LLC in Fairfield, CT and has over 18 years of experience in the finance industry.
2
William Hunt (CRD# 4864872) is an Investment Advisor Representative working at Second Foundation Partners, LLC in Fairfield, CT and has over 19 years of experience in the finance industry.
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